HFG Wealth Management’s ExxonMobil XOM Stock Holding History

HFG Wealth Management’s Portfolio XOM Stock Details XOM Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$430K	Sell	3,144 -10,932	-78%	-$1.64M	0.43%	33
2026 Q1	$2.39M	Sell	14,076 -18,143	-56%	-$2.65M	1.31%	21
2025 Q4	$3.88M	Sell	32,219 -86	-0.3%	-$9.97K	2.14%	16
2025 Q3	$3.64M	Sell	32,305 -1,200	-4%	-$133K	1.98%	17
2025 Q2	$3.98M	Sell	33,505 -1,329	-4%	-$142K	2.43%	15
2025 Q1	$3.75M	Sell	34,834 -688	-2%	-$76.1K	2.27%	16
2024 Q4	$4.16M	Sell	35,522 -2,490	-7%	-$291K	2.7%	13
2024 Q3	$4.38M	Hold	38,012	–	–	2.79%	14
2024 Q2	$4.38M	Buy	38,012 +1,854	+5%	+$216K	2.79%	14
2024 Q1	$4.2M	Sell	36,158 -289,831	-89%	-$30.3M	2.48%	13
2023 Q4	$32.6M	Buy	+325,989	New	+$34.3M	8%	2
2023 Q1	$45.2M	Buy	+411,831	New	+$45.6M	9.37%	2

Other funds holding XOM

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Norges Bank Oslo, Norway $1T AUM

HFG Wealth Management's XOM Position: Q2 2026 in Review

HFG Wealth Management reduced its ExxonMobil (XOM) stake by 78% in Q2 2026, selling an estimated $1.64M and leaving 3,144 shares worth $430K. The position accounts for 0.43% of the portfolio, ranked #33.

HFG Wealth Management first reported a position in XOM in Q1 2023 and has held it in 12 quarters since. The position peaked at $45.2M in Q1 2023. 4,276 funds tracked by Wall St. Rank hold XOM as of Q2 2026.

HFG Wealth Management held 3,144 shares of ExxonMobil worth $430K as of Q2 2026.
HFG Wealth Management sold 10,932 ExxonMobil shares in Q2 2026, an estimated $1.64M.
ExxonMobil made up 0.43% of HFG Wealth Management's portfolio in Q2 2026, its #33 holding.
HFG Wealth Management first reported a position in ExxonMobil in Q1 2023 and has held it in 12 quarters since.
HFG Wealth Management's ExxonMobil position peaked at $45.2M in Q1 2023.
4,276 funds tracked by Wall St. Rank held ExxonMobil as of Q2 2026.

Based on HFG Wealth Management's 13F filing for Q2 2026, filed 13 Aug 2026.